Financial Advisor609 North 291 HighwayLee's Summit, MO 64086Phone: 816.525.5300Email: firstname.lastname@example.org
Tom works closely with individuals and families from diverse financial backgrounds to develop personal financial plans that address current needs while working to achieve well defined financial goals. To achieve your short- and long-term goals, it is important to establish a sustainable investment plan. Your plan should:
Once established, Tom will invite you to periodically review the plan. Not only to ensure you are satisfied with recent performance, but to make any adjustments necessary to keep your plan on track when life situations and /or economic conditions change.
Tom holds Series 7, 63 and 66 securities registrations and insurance licenses in Missouri and Kansas. When not serving his clients, he stays busy trying to keep up with his daughters, doing a little woodworking and researching his family history.
Central Investment Advisors investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member
. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Central Bank or Central Investment Advisors. Products and services offered through INVEST are •Not FDIC insured •Not a deposit or other obligation of or guaranteed by any bank •May lose value including possible loss of principal amount invested •Not insured by any federal agency.
INVEST does not provide tax or legal advice.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
This icon indicates a link to third-party content. By clicking on the link, you will leave our website and enter a site not owned by the bank. The site you will enter may be less secure and may have a privacy statement that differs from the bank. The products and services offered on this third-party website are not provided or guaranteed by the bank.